Sandra Enriquez Email and Phone Number

Develop, manage, and execute go-to-market strategies for Apex products, digging into customer insights, crafting product positioning, defining measurement plans, and driving cross-team agreement on launch strategy.

Responsible for the planning and execution of marketing initiatives to meet revenue and strategic growth objectives, including product marketing and articulating differentiation from competitors, putting the client at the center of everything we do, and creating materials to support both sales and client services and relationship management. Develop and execute marketing strategy/campaigns and go-to-market playbooks to advance business objectives.

Built strong relationships with business partners and colleagues, served as a vital point of contact for Apex Clearing customers. Worked with clients and business partners in a wide range of areas such as onboarding, trade capture/processing, performance tracking, margin/risk, compliance, and billing with the goal being to achieve business execution and delivery of solutions.

Project Lead for a seamless onboarding of clients to the Apex Technology & Business Platforms. Defined, planned, and executed implementation projects with internal/external resources. Coordinated and managed implementation deadlines and budgets. Identified client needs, worked with SMEs and determined how clients would use the platform options to support integration with our APIs, back office systems, support structure, and the business processes to support business growth and automation.

Set up all new clients in our user acceptance-testing environment along with the testing and certifications for their integration into our proprietary application program interfaces (Account Opening, Account Funding, Trade Posting, eDocument Delivery).Maintained, updated and distributed details of our core data reports. Ran various SQL inquiries for client research requirements. Regularly reviewed all cases in our in-house ticketing system (JIRA). Kept all issue updated. Worked on set up of agile boards and dashboards for our department within this system. Responsible for the set up with our clients for the risk delivery of all Financial Information Exchange messages.Coordinated the testing and certification for trade posting via various file inputs.

Setup and maintain a framework of application procedures that proactively monitor network and production systems and report any inconsistencies or potential problems in a variety of cross-functional areas including trade processing, file uploads, data management, and production scheduling.Work closely with our clients and a number of our technical departments including: Development, DBA, Network Engineers, QA, and System Administrators to ensure solutions meet customers' needs and business goals. Create and maintain the production support documentation for issues that are common and provide resolutions.

Ensured all daily processes were complete and any operational exposure and risks were addressed or mitigated. Direct responsibility for monitoring daily processing, addressing escalations, and providing the business with operational solutions. Responsible for making decisions on training requirement for team members and adjusting targets to suit the needs of the business. Periodically tested the integrity of trading report data to ensure that internal reports provide accurate and meaningful data. Responsible for reviewing all incoming deposits (physical and electronic).